New York City (NYC)

Venue and transport links

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  • 112 W. 34th Street, 18th floor
    Manhattan, New York, NY 10120
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"Using AMT Online (AMTO) was excellent as it allowed me to work through the course material at my own pace. AMT Online was very easy to use and navigate through." ~ graduate, leading business school

Who should attend this course?

Undergraduates, Interns and Graduates

Securing a graduate scheme at a top financial organisation without work experience can be challenging. Ideally, they would like you to have intern experience and to be passionate about finance. Financial institutions will often select only the best prepared candidates to be fast tracked into their graduate scheme. If you aspire to work in corporate finance, M&A, private equity, asset management, private banking, global markets or sales and trading, you will need to be numerate and excel at analyzing financial and market information. By attending an AMT public course, you will learn about financial statement analysis, financial modeling and valuation. You will gain the knowledge and skills for those all important interviews.

 

Experienced Finance Professionals

Working for a leading financial institution means you will be working in a highly competitive environment. In order to stay ahead you will need to keep pace with your colleagues. AMT’s public courses ensure that you maintain and enhance the knowledge and skills you need to continuously deliver a professional level of service to your clients. Hence becoming more effective in the workplace and helping advance your career. Learn or refresh your skills in financial statement analysis, financial modeling and valuation, and stay ahead of the curve.

What courses complement this one?

Core Skills

To get a comprehensive understanding of our Core Skills program, study over 5 days:

 

 

Book all 5 courses

Course details

Accounting Fundamentals

The aim of this session is to provide delegates (particularly those who have no prior knowledge of finance) with an introduction to financial statement analysis. The income statement, balance sheet and cash flow statement are introduced, and the key interactions between the income statement and balance sheet are explained. Delegates will build simple financial statements using a list of transactions.

 

Learning outcomes

  • The structure of financial statements
    • The income statement
    • Balance sheet
    • Cash flow statement
  • Key links between the financial statements
  • How business transactions are reflected in the financial statements

The Income Statement

Throughout this module delegates analyze a group of companies in the food manufacturing industry in order to calculate several income statement metrics. The matching/accruals concept and its impact on the income statement is covered in detail and the link between the income statement and the retained earnings account is investigated. Profitability is analyzed in various ways, using real companies’ financials to calculate key indicators of operating and financial performance. Delegates complete a full profitability comparison for the peer group.

 

Learning outcomes

  • Sales recognition
  • Fixed and variable costs
  • Accrual accounting and link between earnings and cash flow
  • Expenses or assets – key concepts explained
  • Adjusting cost of goods sold and selling, general & administrative expenses for depreciation and amortization
  • Adjusting earnings for non-recurring items to produce normalized earnings estimates
  • EBITDA, EBIT, net income and EPS
  • Margin calculations

Working Capital

This module provides delegates with an understanding of the importance of working capital in the context of a company's financing structure and cash flows. The difference between working capital and operating working capital is analyzed and operating working capital is analyzed using several ratios. Delegates complete a working capital analysis for the peer group.

 

Learning outcomes

  • Inventories, receivables, payables, prepaid items and accruals
  • Definition of working capital and operating working capital
  • Operating working capital and the cash cycle
  • Working capital ratios and day calculations


What will you receive on the course?

While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:

 

  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to AMT Online (AMTO)
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files